Position in D
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$63,251,017
-$2,005,062 QoQ
Shares Held
926,212
-12.3% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#72
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,221,141,430 across 33 Utilities - Regulated Electric names. D ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,210,434 | $457,319,792 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,243,607 | $443,757,873 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,734,979 | $436,133,497 | |
| 4 | DUK |
Duke Energy CORP
|
2,559,645 | $323,999,864 | |
| 5 | ETR |
Entergy Corp /De/
|
2,144,058 | $246,266,501 | |
| 6 | SO |
Southern Co
|
2,513,008 | $240,519,995 | |
| 7 | NGG |
National Grid PLC
|
2,099,207 | $173,961,284 | |
| 8 | PPL |
PPL Corp
|
2,981,883 | $108,391,447 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,251,017 | 926,212 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $65,256,079 | 1,055,582 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $51,022,925 | 870,847 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $54,532,749 | 891,495 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $50,948,371 | 901,422 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $46,102,436 | 822,230 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $46,082,669 | 855,601 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $66,672,843 | 1,153,709 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $75,883,703 | 1,548,647 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $85,055,068 | 1,729,113 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $79,977,785 | 1,701,655 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $87,805,719 | 1,965,653 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $71,906,478 | 1,388,424 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $70,906,739 | 1,268,230 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $67,449,853 | 1,099,965 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $79,308,770 | 1,147,573 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $79,943,601 | 1,001,674 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $78,548,562 | 924,427 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $56,906,585 | 724,371 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $51,142,258 | 700,387 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $42,003,835 | 570,937 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $46,558,086 | 612,929 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $36,669,475 | 487,626 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $41,796,986 | 529,545 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $60,279,721 | 742,544 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $55,708,445 | 771,692 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||